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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
QL
2576
Quarry LP
New York
$324K +$263K +1,819 +2,274%
LFP
2577
Lakeshore Financial Planning
Michigan
$323K
PHWM
2578
Pine Harbor Wealth Management
Maryland
$323K
AA
2579
AlphaMark Advisors
Kentucky
$323K -$28.8K -199 -9%
CWM
2580
Compass Wealth Management
Connecticut
$323K -$54.2K -374 -16%
MF
2581
Meridian Financial
Massachusetts
$323K
LIA
2582
Lynx Investment Advisory
District of Columbia
$322K +$869 +6 +0.3%
TCM
2583
Triumph Capital Management
Colorado
$322K +$29K +200 +12%
GSIAS
2584
Garden State Investment Advisory Services
New Jersey
$322K +$14.6K +101 +6%
WA
2585
Wealthstream Advisors
New York
$321K +$24.6K +170 +10%
IFO
2586
Independent Family Office
New York
$321K
LIM
2587
Letson Investment Management
Georgia
$318K
FIM
2588
Fernwood Investment Management
Massachusetts
$318K -$29K -200 -10%
AWA
2589
Adapt Wealth Advisors
Georgia
$317K
ACA
2590
Aspire Capital Advisors
Washington
$316K
JJBC
2591
James J. Burns & Company
New York
$316K +$61.3K +423 +30%
HP
2592
Holistic Planning
Texas
$316K +$268K +1,853 New
PIAS
2593
PCA Investment Advisory Services
Ohio
$315K -$1.45K -10 -0.5%
CTI
2594
Community Trust & Investment
Kentucky
$315K +$14.6K +101 +6%
JGIA
2595
Jackson Grant Investment Advisers
Connecticut
$315K
SN
2596
Sittner & Nelson
Oregon
$315K
OCM
2597
Osterweis Capital Management
California
$314K
FL
2598
Fort LP
Maryland
$314K -$21.4K -148 -7%
GWWM
2599
Great Waters Wealth Management
Minnesota
$313K +$290 +2 +0.1%
ACA
2600
Affinity Capital Advisors
California
$313K +$30.4K +210 +13%